Leadership Escalation Summary

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Leadership Escalation Summary

To be used for internal documentation and leadership review of escalated claims

1. Header Information

Homeowner Name

Property Address

Claim Number

Carrier

Adjuster name & contact info

Supervisor name & contact info (if applicable)

2. Claim History Overview

Date of Initial Submission

Denials/Issues

Contractor Actions Taken

3. Homeowner Actions

4. Escalation Options

Recommended Leadership Actions:

Further internal contractor follow-up.

Guide homeowner to file TDI complaint.

Negotiate partial payment agreement.

Escalate to legal counsel or public adjuster.

5. Recommendation

Preferred Resolution Path

6. Notes/Comments

This document ensures leadership is fully informed of claim escalations and recommended next steps.